Mississauga, Ontario, Canada · On-site
$165k–$185k/yr
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Canadian Tax Compliance, Fund Administration, FATCA/CRS Reporting, GST/HST Filing, Foreign Affiliate Reporting
Saint-Benoît-d'Hébertot, Normandy, France · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Management Accounts, Bookkeeping, Financial Statements, IFRS, Tax Computation
pune, Maharashtra, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Finance Business Partnering, Workforce Planning, Budgeting, Forecasting, Finance Automation
Saint-Benoît-d'Hébertot, Normandy, France · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Client Service, MS Office, Microsoft Word, Microsoft Excel, Written Communication
Pune, Maharashtra, India · Hybrid
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Corporate Administration, Company Secretarial, Governance, Regulatory Compliance, Client Relationship Management
pune, Maharashtra, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Fund Accounting, Financial Reporting, Asset Management, Cross-Jurisdictional Services, Client Focus
pune, Maharashtra, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Technology Outsourcing, Strategic Vendor Management, Regulatory Compliance, Risk Management, Digital Transformation
pune, Maharashtra, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Application Security, DevSecOps, AI Security, Cloud-Native Security, Threat Modeling
Bengaluru, Karnataka, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Fund Accounting, Asset Servicing, Financial Services, Middle Office Solutions, Cross-Jurisdictional Services
Bengaluru, Karnataka, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Fund Accounting, Financial Reporting, IFRS, US GAAP, Reconciliations
Bengaluru, Karnataka, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Billing, Accounts Receivable, Cash Application, Bank Reconciliation, Invoice Processing
Hyderabad, Telangana, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Bengaluru, Karnataka, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Hyderabad, Telangana, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Benefit Delivery, Payroll Operations, HR Operations, MS Excel, MS Office Suite
Sydney, New South Wales, Australia · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: NAV Calculation, Client Relationship Management, Regulatory Reporting, Audit Preparation, Staff Supervision
Saint-Benoît-d'Hébertot, Normandy, France · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Financial Reporting, GAAP, IFRS, US GAAP, LUX GAAP
Saint-Benoît-d'Hébertot, Normandy, France · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: NAV Reporting, Financial Statements, External Audit Liaison, Transfer Agency, Cash Management
pune, Maharashtra, India · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Workday Financials, General Ledger, Consolidation, Business Intelligence, Financial Reporting
New York, New York, United States · Hybrid
$165k–$190k/yr
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Investment Fund Accounting, Private Equity Fund Administration, Team Management, Project Management, Client Service Orientation
Cape Town, Western Cape, South Africa · On-site
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Fund Accounting, Asset Servicing, Financial Reporting, Middle Office Solutions, Cross-Jurisdictional Services
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Manage Canadian tax compliance, including year-end distribution calculations and the preparation of T3, T5013, and T5008 returns. Oversee FATCA/CRS due diligence, foreign affiliate reporting, and provide tax planning support for funds and partnerships.
Requires a CPA designation and at least 7 years of Canadian tax experience, preferably within asset management or fund administration. A Master's in Taxation or CICA In-Depth taxation certification is preferred.
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
· Year-End Distribution Calculations — Prepare and review YE distribution amounts for funds and partnerships.
· Tax Compliance — Complete and review Canadian tax returns and investor reporting slips, including T3, T5013, and T5008.
· FATCA / CRS — Manage annual FATCA and CRS due diligence, reporting, and investor classification.
· SLFI Sales Tax Reporting — Prepare SLFI GST/HST filings and ensure compliance with special attribution rules.
· T1134 Reporting — Prepare and review foreign affiliate reporting packages.
· Mock Calculations — Run mock tax calculations to support planning, forecasting, and client discussions.
· Investor ACB Adjustments — Process ACB updates, including workflows through with large clients.
· Tax Planning Support — Participate in planning kickoff meetings and support structuring discussions.
· Client Onboarding — Review onboarding reports, set up tax profiles, and ensure smooth integration into tax processes.
· LP ACB / ARA Updates — Maintain investor-level ACB and ARA data within tax software.
· Team Training — Lead internal training, monitor legislative changes, and update templates, binders, and process documentation.
· Automation — Support automation initiatives and coordinate with operations teams.
· Billing — Issue invoices and follow up with clients on outstanding items.
· Tax Prep Software — Use Tax Prep for compliance, reporting, and workflow management.
· 7+ years of Canadian tax experience (preferably in asset management, funds, or partnerships).
· Strong knowledge of Canadian income tax rules, SLFI/GST/HST, FATCA/CRS, and foreign affiliate reporting.
· Experience with Tax Prep, Paxus, and fund administration systems
· Ability to manage multiple deadlines, prioritize effectively, and communicate clearly with clients.
· CPA designation ;
· CICA in-Depth taxation / Masters in Taxation (MTax) preferred;
· Strong analytical skills and comfort working with large data sets.
Preferred Attributes
· Proactive, organized, and comfortable owning processes end-to-end.
· Strong communicator who can explain tax concepts to non-tax stakeholders.
· Enjoys improving processes, documentation, and automation.
· Thrives in a fast-paced environment with evolving client needs.
Salary ranges from CAD $165,000.00 – CAD $185,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.
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Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
Offices: 20 Reid Street, 3rd Floor, Williams House, Hamilton, P.O. Box 2460 HMJX HM12, BM
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
Offices: 20 Reid Street, 3rd Floor, Williams House, Hamilton, P.O. Box 2460 HMJX HM12, BM
